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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,835 | $129,737-50.0% | $119,126-45.6% | $154,746-58.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 3.44% | 379.08%-375.6pp | 282.11%-278.7pp | 172.34%-168.9pp |
| Employer contribution / active EE | $6,250 | $4,375+42.9% | $4,034+54.9% | $4,379+42.7% |
| Participant deferral / active EE | $3,375 | $5,842-42.2% | $5,318-36.5% | $6,730-49.8% |
| Admin fee / account holder | $6,666 | $11,961-44.3% | $10,693-37.7% | $14,365-53.6% |